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Arrowroot Family Office’s IBM IBM Stock Holding History

Arrowroot Family Office’s Portfolio IBM Stock Details IBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$556K Sell
1,976
-96
-5% -$24.2K 0.16% 109
2026
Q1 		$502K Buy
2,072
+228
+12% +$61.7K 0.17% 101
2025
Q4 		$546K Sell
1,844
-427
-19% -$128K 0.2% 87
2025
Q3 		$641K Buy
2,271
+446
+24% +$117K 0.26% 77
2025
Q2 		$538K Buy
+1,825
New +$470K 0.24% 80

Other funds holding IBM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Arrowroot Family Office's IBM Position: Q2 2026 in Review

Arrowroot Family Office reduced its IBM (IBM) stake by 4.6% in Q2 2026, selling an estimated $24.2K and leaving 1,976 shares worth $556K. The position accounts for 0.16% of the portfolio, ranked #109.

Arrowroot Family Office first reported a position in IBM in Q2 2025 and has held it in 5 quarters since. The position peaked at $641K in Q3 2025. 3,637 funds tracked by Wall St. Rank hold IBM as of Q2 2026.

  • Arrowroot Family Office held 1,976 shares of IBM worth $556K as of Q2 2026.
  • Arrowroot Family Office sold 96 IBM shares in Q2 2026, an estimated $24.2K.
  • IBM made up 0.16% of Arrowroot Family Office's portfolio in Q2 2026, its #109 holding.
  • Arrowroot Family Office first reported a position in IBM in Q2 2025 and has held it in 5 quarters since.
  • Arrowroot Family Office's IBM position peaked at $641K in Q3 2025.
  • 3,637 funds tracked by Wall St. Rank held IBM as of Q2 2026.

Based on Arrowroot Family Office's 13F filing for Q2 2026, filed 6 Aug 2026.